JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$41.1M ﹤0.01%
705,963
-3,405
1302
$41.1M ﹤0.01%
1,479,594
+143,012
1303
$40.9M ﹤0.01%
879,980
-18,221
1304
$40.9M ﹤0.01%
558,253
-1,276,326
1305
$40.6M ﹤0.01%
739,127
-204,279
1306
$40.5M ﹤0.01%
1,506,601
+37,981
1307
$40.4M ﹤0.01%
1,252,948
+675,498
1308
$40.4M ﹤0.01%
651,896
-124,665
1309
$40.3M ﹤0.01%
985,546
-386,821
1310
$40.2M ﹤0.01%
350,440
-94,408
1311
$40.1M ﹤0.01%
1,541,930
+158,871
1312
$40.1M ﹤0.01%
820,113
-292,701
1313
$40.1M ﹤0.01%
2,943,334
-1,197,098
1314
$40.1M ﹤0.01%
1,610,565
-387,806
1315
$40M ﹤0.01%
984,817
-51,565
1316
$40M ﹤0.01%
167,631
-195,803
1317
$39.8M ﹤0.01%
300,458
+44,235
1318
$39.7M ﹤0.01%
200,497
-546,378
1319
$39.6M ﹤0.01%
736,189
-107,696
1320
$39.6M ﹤0.01%
625,578
-366,728
1321
$39.4M ﹤0.01%
121,802
+48,368
1322
$39.4M ﹤0.01%
325,959
+54,773
1323
$39.4M ﹤0.01%
1,305,861
+46,161
1324
$39.3M ﹤0.01%
1,256,581
-101,021
1325
$39.2M ﹤0.01%
2,607,113
+316,388